Client Services Manager UK Distribution 12-month contract
Professional
London, GB, EC2M 3TY
Sales & Distribution
Allianz Global Investors
ALLIANZ GLOBAL INVESTORS UK LTD
Full-Time
Hybrid working
Temporary
53451
n.a.
Client Services Manager UK Distribution 12-month contract
Join us. Let’s care for tomorrow.
At Allianz Global Investors we foster a culture of professionalism, fulfilment, and an inclusive working environment. Do you want to be part of a leading active asset management company? Then join us now!
As a globally operating Distribution organization, it is our goal to provide our clients with superior service and consultative investment advice. True customer centricity and an enhanced client experience are at the heart of our thinking.
The successful candidate will be responsible for the day-to-day servicing of Wholesale clients, reporting into the Client Service Team Manager. They will help to ensure that clients are always given a first-class service.
The team enjoys a highly collaborative working relationship with colleagues across all areas of the business and the role holder will be expected to continually develop upon internal relationships.
The ideal candidate will be a successful and experienced Client Service Manager who has experience in a similar role within an Asset Management company.
The role will be based in London and will be limited to 12 months.
What you will do
- Deliver excellent client service ensuring all client queries are responded to effectively and in a timely manner
- Be responsible for a smooth client experience from onboarding new clients into mutual funds or segregated accounts to corporate actions and off-boarding
- Ensure IMA guidelines and servicing standards are maintained
- Build essential relationships with internal teams and external contacts
- Proactively develop a full understanding of the AllianzGI’ fund processes and resources
- Actively contribute on ad-hoc projects across the team as they arise
- Fully engage with all internal systems CEDAR, PICO, Finscape
- Attend client events to support Sales Directors
- Provide holiday cover support when other Client Service team members are away
- Maintain the database system (SalesForce) to ensure that all client data & communications are stored and up to date
- Coordinate RFP/DDQ, KYC & Legal agreements with both internal and external stakeholders
- Organise and host update and introductory calls with clients and prospective clients as needed
- Organise and deliver monthly and quarterly reporting to clients in a timely manner
- When needed, assist with the registration and/or launch of ShareClasses upon client request and business sign-off, understanding the necessary processes and steps to achieve this
- Provide Client Account Management to clients with segregated accounts and investment advisory agreements
- Provide support to Sales Directors when needed
What you bring
- Bachelor’s degree in Finance, Business Administration or any other related field (IMC, CFA certifications will be a plus)
- A minimum of 5 years’ experience working within Client Services as a Client Service Manager
- Impeccable written and spoken English
- Excellent knowledge and understanding of investments (asset classes)
- Confidence, patience and diplomacy when dealing with complex situations
- Excellent interpersonal skills, and ability to effectively communicate to internal/external stakeholders
- Analytical skills including the ability to take the lead on own projects with minimal supervision
- Confidence in constructively challenging conventional wisdom
- Ability to work in a highly collaborative environment across regions
What we offer
- “New Normal”, it’s not news to us: As a global company, we’ve known the hybrid model before it was ‘in’. Work flexibly according to internal guidelines (e.g., hybrid model/ flexible working hours)
- Investments for the future: Access to pension/ savings plans/ Allianz products
- Shared success: Company share purchasing plan
- Support for what matters: Mental health and wellbeing programs
- Investments in your career: Career opportunities within the entire Allianz Group
- Investments in your skills: Comprehensive learning and development offerings, including certifications and professional qualifications
- … and so much more!
About Allianz Global Investors
Allianz Global Investors is a leading global active asset manager.
We invest for the long term and want to create value for clients every step of the way. We do this by being active – in how we partner with clients and anticipate their needs, and build solutions based on capabilities across public and private markets. Our focus on enhancing our clients’ assets leads naturally to a commitment to sustainability for positive change. Our goal is to enhance the investment experience for clients, whatever their location or goals.
Putting our clients' needs first, behaving in a transparent way and treating people fairly means acting with integrity. We encourage a collegial culture, that supports individual responsibility. We invest in the development of our employees to maximize the power of innovation.
We at Allianz believe in a diverse and inclusive workforce, we are committed to the principles of Equal Employment Opportunity and to helping applicants with any disabilities. We encourage you to bring your whole self to work, no matter where you are from, what you look like, who you love or what you believe in. We therefore welcome applications regardless of ethnicity or cultural background, age, gender, nationality, religion, disability or sexual orientation. Great to have you on board.
If you feel inspired to promote the active asset management experience, this is the place for you. Join our diverse, international, technology-enabled, and agile environment. Simply upload your CV in English to apply for this position! If you need support to navigate our websites or at any stage during your application, please send an email with your request to Write an email
To Recruitment Agencies:
Allianz Global Investors has an in-house recruitment team that sources great candidates directly. Therefore, Allianz Global Investors does not accept unsolicited resumes from agency or search firm recruiters.
When we do work with recruitment agencies, that engagement is formalized by a contract. Fees will only be paid when there is a contract in place. Without a contract in place, we will not accept invoices on unsolicited resumes, even if the candidate was ultimately employed by Allianz Global Investors.
Finally, please do not contact hiring managers directly.
53451 | Sales & Distribution | Professional | n.a. | Allianz Global Investors | Full-Time | Temporary
